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- This topic has 90 replies, 7 voices, and was last updated 16 years, 11 months ago by davelj.
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January 25, 2008 at 5:47 AM #142686January 25, 2008 at 7:23 AM #142940anParticipant
FLU, you know how the game is played. Even if they meet that 10M iPhone shipment for 2008, that still might cause a drop in price in 2009. It’s all about buying on rumor and sell on news.
davelj, of course the devaluation help a lot for internationally operated company, but that’s to be expected. Do you expect the dollar to get strong again w/out the economy recovering as well? I mean seriously, how can the dollar get any stronger w/out interest rising. Only way interest would rise is if we have inflation… See where I’m going w/ this?
January 25, 2008 at 7:23 AM #143032anParticipantFLU, you know how the game is played. Even if they meet that 10M iPhone shipment for 2008, that still might cause a drop in price in 2009. It’s all about buying on rumor and sell on news.
davelj, of course the devaluation help a lot for internationally operated company, but that’s to be expected. Do you expect the dollar to get strong again w/out the economy recovering as well? I mean seriously, how can the dollar get any stronger w/out interest rising. Only way interest would rise is if we have inflation… See where I’m going w/ this?
January 25, 2008 at 7:23 AM #142932anParticipantFLU, you know how the game is played. Even if they meet that 10M iPhone shipment for 2008, that still might cause a drop in price in 2009. It’s all about buying on rumor and sell on news.
davelj, of course the devaluation help a lot for internationally operated company, but that’s to be expected. Do you expect the dollar to get strong again w/out the economy recovering as well? I mean seriously, how can the dollar get any stronger w/out interest rising. Only way interest would rise is if we have inflation… See where I’m going w/ this?
January 25, 2008 at 7:23 AM #142965anParticipantFLU, you know how the game is played. Even if they meet that 10M iPhone shipment for 2008, that still might cause a drop in price in 2009. It’s all about buying on rumor and sell on news.
davelj, of course the devaluation help a lot for internationally operated company, but that’s to be expected. Do you expect the dollar to get strong again w/out the economy recovering as well? I mean seriously, how can the dollar get any stronger w/out interest rising. Only way interest would rise is if we have inflation… See where I’m going w/ this?
January 25, 2008 at 7:23 AM #142702anParticipantFLU, you know how the game is played. Even if they meet that 10M iPhone shipment for 2008, that still might cause a drop in price in 2009. It’s all about buying on rumor and sell on news.
davelj, of course the devaluation help a lot for internationally operated company, but that’s to be expected. Do you expect the dollar to get strong again w/out the economy recovering as well? I mean seriously, how can the dollar get any stronger w/out interest rising. Only way interest would rise is if we have inflation… See where I’m going w/ this?
January 25, 2008 at 8:49 AM #142976kewpParticipant“Kinda cool that a single person has that much influence.”
Yes, high tech definitely allows folks to screw up on a truly global scale these days.
January 25, 2008 at 8:49 AM #142950kewpParticipant“Kinda cool that a single person has that much influence.”
Yes, high tech definitely allows folks to screw up on a truly global scale these days.
January 25, 2008 at 8:49 AM #142942kewpParticipant“Kinda cool that a single person has that much influence.”
Yes, high tech definitely allows folks to screw up on a truly global scale these days.
January 25, 2008 at 8:49 AM #142712kewpParticipant“Kinda cool that a single person has that much influence.”
Yes, high tech definitely allows folks to screw up on a truly global scale these days.
January 25, 2008 at 8:49 AM #143041kewpParticipant“Kinda cool that a single person has that much influence.”
Yes, high tech definitely allows folks to screw up on a truly global scale these days.
January 25, 2008 at 2:28 PM #142862daveljParticipantasianautica,
I’m not saying that the dollar will get stronger. (I expect it to flounder and perhaps even weaken a bit more.) I’m merely saying that in all likelihood the majority of the benefit that US-based multinationals get from dollar depreciation has already occurred, so the benefit going forward will be diminished. (That is, the dollar is declining at a decreasing rate – negative first derivative, negative second derivative in calculus terms.) Does that make more sense?
January 25, 2008 at 2:28 PM #143191daveljParticipantasianautica,
I’m not saying that the dollar will get stronger. (I expect it to flounder and perhaps even weaken a bit more.) I’m merely saying that in all likelihood the majority of the benefit that US-based multinationals get from dollar depreciation has already occurred, so the benefit going forward will be diminished. (That is, the dollar is declining at a decreasing rate – negative first derivative, negative second derivative in calculus terms.) Does that make more sense?
January 25, 2008 at 2:28 PM #143092daveljParticipantasianautica,
I’m not saying that the dollar will get stronger. (I expect it to flounder and perhaps even weaken a bit more.) I’m merely saying that in all likelihood the majority of the benefit that US-based multinationals get from dollar depreciation has already occurred, so the benefit going forward will be diminished. (That is, the dollar is declining at a decreasing rate – negative first derivative, negative second derivative in calculus terms.) Does that make more sense?
January 25, 2008 at 2:28 PM #143100daveljParticipantasianautica,
I’m not saying that the dollar will get stronger. (I expect it to flounder and perhaps even weaken a bit more.) I’m merely saying that in all likelihood the majority of the benefit that US-based multinationals get from dollar depreciation has already occurred, so the benefit going forward will be diminished. (That is, the dollar is declining at a decreasing rate – negative first derivative, negative second derivative in calculus terms.) Does that make more sense?
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